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| True Wealth Design LLC
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| |
|---|---|
| CRD # | 143194 |
| SEC # | 801-113277 |
| CIK # | 0001966033 |
| AUM | $561.1 MM (2024-08-23) |
| Employees | 15 (47% Investors, 0% Brokers) |
| Phone | 330-777-0688 |
| Address | 700 Ghent Road Akron, OH 44333 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 2.1 | |
| GOOGL | 1,475,138.5 | 1.3 | |
| UTHR | 10,601.0 | 1.1 | |
| LMT | 111,953.9 | 1.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 307 | 145.7 |
| (b) Individuals (high net worth individuals) | 172 | 409.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 6.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,537 | 561.1 |
| By Discretionary | ||
| Discretionary | 1,537 | 561.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,537 | 561.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 561.1 | |
| Total | 1,537 | 561.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001966033] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Klaas Financial Asset Advisors LLC
✚
|
IL | 0.6 |
|
Dividend Assets Capital LLC
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SC | 0.6 |
|
Kaiser Partner Financial Advisors Ltd
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|
0.6 | |
|
First Affirmative Financial Network LLC
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|
CO | 0.6 |
|
Montz Harcus Wealth Management LLC
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|
LA | 0.6 |
|
Ascension Capital Advisors Inc
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|
TX | 0.6 |
|
TRU Independence Asset Management LLC
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|
OR | 0.6 |
|
Sage Capital Advisors LLC
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|
SD | 0.6 |
|
Centurion Wealth Management LLC
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|
VA | 0.6 |
|
Wealth Management Associates Inc
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|
NJ | 0.6 |